Customer Service Representative I

Customer Service Representative

Customer Service Representatives (CSRs) provide a variety of efficient and courteous client services, acting as a primary source of personal banking support including teller and customer services. CSRs may also refer clients to appropriate individuals for other bank services as necessary. This role is structured into levels (CSR IIII) based on experience, knowledge, and responsibility. While the core function of the position remains the same, progression through levels reflects growth in technical expertise, independence, and scope of client service responsibilities. For detailed expectations by level, refer to the CSR Leveling Guidelines.

Perform a variety of banking transactions including, but not limited to deposits, withdrawals, money orders, loan transactions, certificates of deposit and IRA's. Perform services in accordance with bank standards, policies and procedures.

Greet and assist customers as they enter the bank. Answer the phone according to Reliabank standards. Explain services and answer any questions customers may have. Refer customers to other bank personnel when appropriate.

Open new accounts as needed in accordance with bank standards, policies, and procedures. This may include demand deposit accounts, certificates of deposit, safe deposit boxes, IRAs, and/or debit cards.

Prepare and maintain the bank lobby area for business. Record night and mail deposits. Maintain a balanced cash drawer and assist other CSRs in the rotation of running proof multiple times throughout each day.

Cross-sell bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers' needs, and directing customers to appropriate bank personnel.

Occasional travel to other branches required.